Sam Rosen

 

As an Associate at Ascendant Wealth Partners of RBC Dominion Securities, Sam delivers research and analytical support to the Partners, preparing investment strategy performance reports, client-facing meeting materials, and assisting in the evaluation of third-party investment managers. His work enhances client outcomes through detailed insights and strategic analysis.

Sam graduated from the Honors Business Administration (HBA) program at the Ivey School of Business, earning recognition as an Ivey Scholar for finishing in the top 10%. His passion for financial markets, developed during his education, fuels his dedication to delivering value to AWP’s clients. A licensed Investment Representative with CIRO, Sam is committed to ongoing education, having passed Level I of the CFA Program, and intends to further enhance his expertise in investment management as he pursues his full CFA charter.

Outside of work, Sam enjoys outdoor activities with friends and family, including skiing, backcountry camping, scuba diving, and hockey.